AI-powered platform for R&D tax credits and incentives
Onshore builds an AI-native platform that automates documentation and analysis for R&D tax credits, 179D deductions, and cost segregation studies. It serves finance teams at mid-market and enterprise companies, delivering audit-ready reports in weeks instead of months with expert review. This reduces costs by up to 50% and ensures defensible claims backed by source data.
Prospects and engages potential clients through creative outreach, builds relationships with executives, and drives sales pipeline while managing CRM for a tax/AI tech firm. Requires 1+ years sales experience, bachelor's degree, and passion for tech/finance.
Drives client success by leading onboarding, building relationships, resolving issues via cross-functional coordination, and providing platform expertise for a tax incentives SaaS platform. Requires 3-5 years customer-facing experience and strong communication skills.
Drives full-cycle B2B sales for tax credit consulting platform, building pipelines through outreach, managing deals with C-suite and tax pros, and closing revenue. Requires 5-8+ years quota-carrying sales experience and R&D tax expertise.
Owns end-to-end demand generation including content engine, paid media partnerships, campaign architecture, funnel optimization, and GTM playbook documentation. Requires 5+ years growth marketing experience in lean B2B, data fluency, and revenue focus.
Manages client renewals and growth in a SaaS environment, driving retention, upsells, and advocacy while using CRM tools like Salesforce and Gainsight. Requires 3-5+ years in account management with proven revenue track record.